hr tool: competencies for cultural managers

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    Copyright 2013. All rights reserved. The Cultural Human Resources Council invites you to copy and

    to print this material for personal and non-commercial use only. No part of this information may bereproduced, modied, or redistributed in any form or by any means, for any purposes other than those

    noted above, without the prior written permission of CHRC.

    The Cultural Human Resources Council hopes that you will nd the information helpful and easy to use,

    but provides the information as is and makes no representations or warranties of any kind regarding it.

    CHRC disclaims all liability of any kind whatsoever arising out of your use of, or inability to use, this

    information.

    The opinions and interpretations in this publication are those of the author and do not necessarily reect

    those of the Government of Canada. This project is funded by the Government of Canadas Sector

    Council Program.

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    INTRODUCTION 2

    CHART OF COMPETENCIES 4COMPETENCIES 7 I. Create the big plan

    A. Establish direction 7B. Develop a strategic plan and establish budget 11

    II. Develop a human and organizational network for achieving the big plan

    C. Build relationships 19D. Organize operations and sta 26

    III. Carry out the big plan

    E. Motivate and inspire 33F. Identiy, solve problems and perom administrative duties 38

    IV. Generate expected outcomesG. Guide evolution and generate signifcant changes when necessary 42H. Ensure a degree o predictability and order 43

    Personal Competencies

    I. Demonstrate management skills 48J. Demonstrate communication skills 52K. Demonstrate personal skills / traits 55

    AKNOWLEDGEMENT 60

    Table o Contents

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    2

    INTRODUCTION

    This tool presents the outcomes o an occupational analysis orCULTURAL MANAGERS.

    The Cultural Human Resources Council (www.culturalhrc.ca) strives to be at thecentre o vision and orward thinking in the area o cultural human resourcesdevelopment. CHRC brings together representatives o arts disciplines andcultural industries in the cultural sector to address the training and careerdevelopment needs o cultural workers artists, creators, technical sta,managers and all others engaged proessionally in the sector, including the sel-employed.

    The HR Tool Competencies for Cultural Managers can be used by individualsto evaluate their own skills and to determine areas where they should pursueadditional training. On a corporate level, this material can be applied in defning

    job profles, developing competency-based proessional development programs,negotiating and customizing training programs, developing career planningprograms, recruitment profles and individual position descriptions.ABOUT THE CULTURAL MANAGERS

    Cultural managers manage sta in an arts, culture or heritage organization,institution or enterprise, whether employed or on contract. They may be themost senior management or administrative sta person o an organization(the Chie Executive Ofcer, Executive Director, General Manager, etc.), or theperson responsible or a particular portolio o work defned by a department,program or project.

    The HR Tool Competencies for Cultural Managers is based on a conceptualramework designed by John Kotter1 , proessor o Organizational Behavior atthe Harvard Business School.

    According to Kotter, any individual in a position o ormal authority mustcombine two essential roles:

    The role o leader, i.e., the ability to direct and mobilize people and/ortheir ideas

    The role omanager, i.e., the ability to ensure that the right things aredone right at the right time in a consistent and orderly ashion.

    The HR Tool Competencies for Cultural Managers demonstrate the importanceand interrelation o these two roles. It identifes in conjunction with our (4)key responsibilities also derived rom Kotters ramework the general areas ocompetencies and skills that are associated with each o these roles.

    John P. Kotter. A Force or Change. How Leadership Diers rom Management, The Free Press, 1990, 180 pages.

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    > PROFESSIONAL COMPETENCIES (A - H)

    > SKILLS

    >TASKS

    > KEY ACTIONS

    > PersonalandinterPersonalskills(i, j, k) relatedto1.

    > KEY RESPONSIBILITIES

    1

    2

    3

    4

    5

    6

    CONCEPTUAL FRAMEWORK

    2 MAJOR ROLES: LEADER

    MANAGER

    4 KEY RESPONSIBILITIES:I. CREATE THE BIG PLANII. DEVELOP A HUMAN AND ORGANIZATIONAL NETWORK FOR ACHIEVING

    THE BIG PLANIII. CARRY OUT THE BIG PLANIV. GENERATE EXPECTED OUTCOMES

    8 AREAS OF COMPETENCE:A. ESTABLISH DIRECTIONB. DEVELOP A STRATEGIC PLAN AND ESTABLISH A BUDGETC. BUILD RELATIONSHIPSD. ORGANIZE OPERATIONS AND STAFFE. MOTIVATE AND INSPIREF. IDENTIFY, SOLVE PROBLEMS AND PERFORM ADMINISTRATIVE DUTIESG. GUIDE EVOLUTION AND GENERATE SIGNIFICANT CHANGESH. ENSURE A DEGREE OF PREDICTABILITY AND ORDER

    PERSONAL AND INTERPERSONAL SKILLSI. MANAGEMENT SKILLS

    J. COMMUNICATION SKILLSK. PERSONAL SKILLS / TRAITS

    LEGEND

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    4

    CHART OF COMPETENCIES A CULTURAL MANAGER MUST BE ABLE TO:

    I. CREATE THE BIG PLAN

    B. DEVELOP A STRATEGIC PLAN AND

    ESTABLISH BUDGET

    1. Set objectives

    2. Identify program / project opportunities in accordance

    with artistic and organizational vision

    3. Prioritize program / project opportunities

    4. Establish content and production schedules

    5. Prepare human resources plan

    6. Establish and maintain succession plan

    7. Develop marketing and public relations plan

    8. Set nancial objectives

    9. Establish operating budget

    10. Prepare a capital and facility needs plan

    11. Establish a capital budget

    12. Identify funding sources13. Plan fund development

    14. Write funding applications

    A. ESTABLISH DIRECTION

    1. Analyze strengths, weaknesses, opportunities and threats

    2. Develop and review organizations mission

    3. Develop and review artistic and organizational vision

    4. Provide guidance on the development and review of

    governance structure and policies

    5. Establish ethical standards

    6. Secure Board approval and commitment

    A LEADER must be able to:

    A MANAGER must be able to:

    II. DEVELOP A HUMAN ANDORGANIZATIONAL NETWORK FOR

    ACHIEVING THE BIG PLAN

    D. ORGANIZE OPERATIONS AND STAFF

    1. Design and implement an organizational structure

    2. Prepare policies and procedures

    3. Establish nancial systems

    4. Allocate funds

    5. Develop job descriptions

    6. Organize work

    7. Recruit staff8. Assign work

    9. Find and secure required equipment and information systems

    10. Find and secure facilities

    11. Negotiate with unions / associations

    12. Contract production and artistic services

    13. Contract for goods, services and / or supplies

    14. Establish and maintain a performance evaluation process

    C. BUILD RELATIONSHIPS

    1. Develop and maintain relations with the Board

    2. Encourage and facilitate artistic development

    3. Provide orientation to new staff

    4. Promote positive relations with community

    5. Develop and maintain relationships with internal and

    external stakeholders

    6. Develop and maintain partnerships

    7. Develop and maintain relationships with donors

    8. Develop and maintain peer networks

    9. Lead advocacy efforts

    10. Solicit support from the private sector

    11. Solicit government support

    12. Build volunteerism for the organization

    A LEADER must be able to:

    A MANAGER must be able to:

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    III. CARRY OUT THE BIG PLAN

    F. IDENTIFY, SOLVE PROBLEMS AND PERFORM

    ADMINISTRATIVE DUTIES

    1. Supervise human resources2. Monitor safety, health and well-being of personnel

    3. Administer and maintain employee records and

    compensation

    4. Administer contracts and collective agreements

    5. Ensure conformance to laws, regulations, policies,

    ethical standards and procedures

    6. Conduct meetings

    7. Manage budget

    8. Manage facilities

    9. Anticipate and manage crises

    E. MOTIVATE AND INSPIRE

    1. Support and encourage creativity and innovation

    2. Build and maintain teamwork

    3. Mentor staff

    4. Encourage professional development

    5. Recognize and reward individual and team

    contributions

    6. Provide assistance and guidance to the Board, to peers,

    staff members, artists and collaborators

    7. Reinforce expectations and targets for stakeholders

    8. Develop a sense of ownership within the community

    and amongst stakeholders

    9. Manage human dimension of change

    A LEADER must be able to:

    A MANAGER must be able to:

    IV. GENERATE EXPECTED OUTCOMES

    H. ENSURE A DEGREE OF PREDICTABILITY

    AND ORDER

    1. Meet deadlines

    2. Comply with budget

    3. Evaluate artistic and cultural quality

    4. Evaluate marketing results

    5. Evaluate production process(es)

    6. Evaluate fund-development results

    7. Evaluate nancial results

    8. Evaluate team and individual employee performance

    9. Evaluate stakeholder satisfaction

    10. Optimize Board performance

    G. GUIDE EVOLUTION AND GENERATE

    SIGNIFICANT CHANGES, WHEN NECESSARY

    1. Develop and implement new approaches / processes

    2. Develop and implement new program(s) / service(s) /

    project(s)

    A LEADER must be able to:

    A MANAGER must be able to:

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    6

    GENERAL COMPETENCIES

    I. DEMONSTRATE MANAGEMENT SKILLS

    1. Think strategically

    2. Plan

    3. Organize

    4. Make decisions

    5. Exercise leadership

    6. Solve problems

    7. Demonstrate coaching skills

    8. Manage conict

    9. Take risks

    10. Delegate

    11. Demonstrate sensitivity to cultural diversity

    J. DEMONSTRATE

    COMMUNICATION SKILLS

    1. Write clearly and concisely

    2. Demonstrate verbal skills

    3. Listen

    4. Conduct interviews

    5. Make presentations

    6. Persuade

    7. Negotiate

    8. Display tact and diplomacy

    K. DEMONSTRATE

    PERSONAL SKILLS / TRAITS

    1. Demonstrate a feu sacr for the arts

    2. Demonstrate integrity and ethical behavior

    3. Demonstrate analytical skills4. Exercise judgment

    5. Demonstrate interpersonal skills

    6. Collaborate

    7. Adapt to change

    8. Develop trust

    9. Conceptualize

    10. Demonstrate research skills

    11. Manage stress

    12. Manage time

    13. Give and receive constructive criticism14. Multi-task

    15. Manage ones professional development

    16. Demonstrate creativity

    17. Demontrate thoroughness and attention to detail

    18. Demonstrate, utilize and share ones knowledge of

    the cultural sector

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    Identify key participants

    Consider bringing in sympathetic outsiders who are familiar with the organizations domain / niche and with its market

    Consider using a consultant

    Analyze organizations history and achievements

    Review external environment to identify threats and opportunities

    Review human and nancial potential of organization to identify strengths and weaknesses

    Encourage participants to make suggestions without trying to judge how important the issue is

    Update conclusions from any previous SWOT analysis

    1.3 Evaluate the signicance of the identied issues

    Demonstrate analytical skills (K3), Listen (J3), Exercise judgment (K4)

    General Competencies

    1.2 Brainstorm the issues

    2.1 Specify / review purpose

    2.2 Specify / review core business or main activity

    2.3 Specify / review values (principles / beliefs)

    3.1 Develop statement of vision

    Write a draft version based on the organizations mission, i.e., its purpose, core activity and core values

    3.2 Test vision

    Seek input from staff

    Seek input from stakeholders (i.e., Board, public, industry)

    1.1 Decide whom to involve

    1. Analyze strengths, weaknesses, opportunities and threats (SWOT)

    A. A LEADER must be able to: ESTABLISH DIRECTION

    2. Develop and review organizations mission

    I. CREATE THE BIG PLAN

    3. Develop and review artistic and organizational vision

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    General Competencies

    Demonstrate a feu sacr for the arts (K1), Conceptualize (K9), Persuade (J6)

    Develop and maintain a working relation with the Board Chair and with other Board members

    Educate as to industry norms

    4.2 Encourage and support governance best practices and due diligence

    4.1 Encourage and facilitate the constituting of a governance review process of the Board

    4.4 Ensure ongoing review of by-laws, constitution and other legal document

    General Competencies

    5.1 Plan

    5.2 Intake data

    Inform Board members of external opportunities for Board development

    Facilitate Board training

    4. Provide guidance on the development and review of governance structure and policies

    5. Establish ethical standards (*)

    Educate as to consequences of poor governance practices

    4.3 Facilitate policy development

    Ensure meeting practices (planning, agenda setting, preparation and minute taking)

    Ensure communication with Board

    Prepare and present items

    Bring Board attention to current decits and weaknesses in legal documents

    Persuade (J6),Demonstrate integrity and ethical behavior (K2), Give and receive constructive criticism (K13)

    Decide on goals (ex.: raise ethical expectations; legitimize dialogue about ethical issues; encourage ethical

    decision-making; prevent misconduct; provide a basis for enforcement)

    Get leadership buy-in

    Create a code development task force

    Gather information from stakeholders (leadership, members, volunteers, etc.) on key ethics concerns

    through interviews, focus groups and / or informal discussions

    Analyze suggestions to create a more useful code

    Use collected information to develop an outline

    Report ndings to leadership

    * The subskills and important actions linked to Establish ethical standards: permission to use t his text granted by the Society for Human Resource Management (SHRM).

    8

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    5.3 Draft code of ethics

    Dene / consider the organizations core values

    Consider the latest development in the laws and regulations affecting the industry

    Write as simply and as clearly as possible, (i.e., avoid legal jargon and empty generalizations)

    5.4 Decide on a communications and education strategy

    5.5 Revise and update the code

    Respond to real-life questions and situations

    Provide resources for further information and guidance

    Make the code user-friendly in all its forms

    Submit code to leadership for review

    Field-test the code and make any nal revisions

    Submit code to legal counsel for review

    Determine who needs the information

    Obtain Board approval of nal draft

    Determine on how to best communicate it in a cost effective manner

    Revisit guidelines, examples and situations in light of changes that may have occurred and / or new issues

    that may have arisen

    General Competencies

    Demonstrate integrity and ethical behavior (K2),Demonstrate analytical skills (K3), Write clearly and concisely,

    Demonstrate verbal skills (J2)

    Determine reporting structure

    Determine what to report

    6.2 Present the case

    6.1 Establish reporting policy

    Present background information

    Research best practices

    6. Secure Board approval and commitment

    Suggest ideas / alternative solutions

    Determine how often to report

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    General Competencies

    Display tact and diplomacy (J8), Persuade (J6), Develop trust (K8)

    6.3 Seek feedback and direction

    Discuss information presented

    Seek decision from Board

    10

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    1.1 Set long-term strategic objectives

    Ensure link with the organizations mission and vision

    Comply with the S.M.A.R.T. principle (i.e., Specic, Measurable, Achievable, Relevant and Time-based)

    Ensure link with the organizations mission, vision and long-term objectives

    Apply the S.M.A.R.T. principle

    Think strategically (I1), Plan (I2), Write clearly and concisely (J1)

    General Competencies

    1.2 Set short-term strategic and operational objectives

    2.1 Research program / project opportunities

    Survey printed and electronic sources (Internet, newspapers, periodicals, etc.)

    Consult through various networks (peers, associations, community members, etc.)

    Consult and involve Board members

    2.2 Determine availability of rights and royalties and other materials

    Contact agent

    Negotiate royalty / fee and contractual parameters

    2.3 Assess viability of projects

    Determine availability of talent and / or art work

    Determine revenue potential and cost analysis

    General Competencies

    Demonstrate analytical skills (K3), Collaborate (K6), Demonstrate research skills (K10)

    1. Set objectives

    B. A MANAGER must be able to: DEVELOP A STRATEGIC PLAN

    AND ESTABLISH BUDGET

    2. Identify program / project opportunities in accordance with artistic and organizational vision

    I. CREATE THE BIG PLAN

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    3.3 Select program / project opportunities

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    General Competencies

    Demonstrate analytical skills (K3), Take risks (I9),Exercise judgment (K4)

    3.2 Assess programs / projects based on set criteria

    Assess relevance / compatibility of programs / projects with the organizations artistic mission and vision, history, audience, ...

    Assess feasibility of programs / projects (i.e., potential interest and audience, potential revenues, costs,size and prole of required talent, availability of required talent, availability of required resources,...)

    4. Establish content and production schedules

    4.1 Identify internal factors

    Consider production and artistic stafng and schedules

    Identify marketing opportunities

    4.2 Identify external factors

    Conrm availability of artists and facility

    Consider conicting event(s) and / or holidays

    Allow for pre-established touring dates

    4.3 Write the schedule

    General Competencies

    Think strategically (I1), Organize (I3),Exercise judgment (K4)

    5. Prepare human resources plan

    5.2 Review capacity and capability of the current workforce

    Select and apply methodology to assess current workforces capacity and capability

    Identify strengths and gaps

    5.1 Identify required skills, knowledge and experience

    Select and apply methodology for HR planning

    Consider organizations mission, vision and strategic (long and short-term) objectives

    Consider key contextual issues

    3. Prioritize program / project opportunities

    3.1 Set criteria (ex.: relevance / compatibility with organizations mission and objectives, cost, availability of

    required talent and resources, etc.)

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    5.3 Develop plans to meet the organizations long and short-term requirements

    Ensure optimal use of people from inside and from outside the organization

    Ensure a mix of full-time, part-time and contractual workers

    Incorporate contingency arrangements

    General Competencies

    Think strategically (I1), Plan (I2),Demonstrate thoroughness and attention to details (K17)

    6. Establish and maintain succession plan

    6.1 Assess competencies that will be needed by employees in leadership positions to achieve the organizations

    mission, vision and strategic objectives

    Identify leadership competencies (ability to persuade, to align people, etc.)

    Identify functional / technical competencies (ex.: recruitment, marketing, etc.)

    Identify personal competencies (listening skills, organizational skills, etc.)

    6.2 Assess internal talent

    Compare needs with existing talent pool

    Identify high-potential people

    Identify gaps (developmental needs)

    6.3 Provide developmental opportunities

    Establish mentoring, coaching and / or formal training programs

    Create action-learning / job-based experiences

    General Competencies

    Think strategically (I1),Demonstrate coaching skills (I7)

    6.4 Hold people accountable for their own development

    Evaluate employees on the successful completion of their individual development plan

    6.5 Link succession planning to business planning

    Project leadership needs and identify available talent on an ongoing basis

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    7. Develop marketing and public relations plan

    7.1 Dene marketing guidelines

    Determine image to promote to partners and to public

    Control all aspects of the organizational image to ensure consistency in all promotional material

    7.4 Allocate resources

    Identify preferred media

    Identify key voices (staff and / or artists)

    General Competencies

    Plan (I2),Write clearly and concisely (J1)

    7.2 Identify audience

    Determine the target audience for each event

    Design a marketing strategy for each event

    7.3 Identify production focus and / or issues

    Identify artistic drawing power

    Suggest complementary design images

    7.5 Coordinate promotional and public relations activities

    Supervise preparation and production of press releases and promotional materials

    Develop electronic communications strategies (e.g., Internet)

    Supervise premieres

    Hold press conferences

    7.6 Seize opportunities

    Identify complementary external activities

    Schmooze

    Represent ones organization at festivals, meetings

    8. Set nancial objectives

    8.1 Determine nancial needs

    Determine nancial needs to achieve short-term objectives

    Determine nancial needs to achieve long-term objectives

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    8.2 Determine targets per sources

    Set nancial objectives for each revenue generating event / program / activity

    Set target for funding campaign

    Set target for donations

    Set target for grants

    General Competencies

    Think strategically (I1),Exercise judgment (K4)

    9. Establish operating budget

    9.1 Develop budget scenarios

    Develop revenues scenarios

    Develop expenditures scenarios

    9.2 Create a budget proposal

    Set criteria to assess budget scenarios

    Assess budget scenarios based on set criteria

    Select a budget scenario

    Write a proposal based on selected budget scenario

    General Competencies

    Demonstrate analytical skills (K3),Make presentations (J5), Listen (J3),Exercise leadership (I5)

    9.3 Submit budget for approval

    Present budget to the Board

    Explain / defend budget

    Make changes / adjustments requested by the Board

    10. Prepare a capital and facility needs plan

    10.1 Identify capital and facility needs

    Identify capital and facility needs to achieve the organizations long-term objectives

    Identify capital and facility needs to achieve the organizations short-term objectives

    10.2 Assess current capital and facility assets

    Assess adequacy of current capital and facility assets considering the organizations short and long-term objectives

    Identify gaps

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    10.3 List / assess options (ex.: construction, reconstruction, acquisition, installation, etc.)

    10.4 Select one or a combination of options

    Set selection criteria

    Apply criteria

    10.6 Submit plan for approval

    Present plan to the Board

    Explain / defend plan

    Make changes / adjustments requested by the Board

    General Competencies

    Think strategically (I1),Demonstrate analytical skills (K3),Make presentations (J5)

    10.5 Draft a capital and facility needs plan proposal

    Describe components / features and budgetary requirements of selected option(s)

    Identify required skills and expertise to carry out the plan

    Establish timeline

    11.1 Develop budget scenarios based on the capital and facility needs plan

    Develop revenues scenarios (if applicable)

    Develop expenditures scenarios

    11.2 Create a budget proposal

    Set criteria to assess budget scenarios

    Assess budget scenarios based on set criteria

    Select a budget scenario

    Write a proposal based on selected budget scenario

    General Competencies

    Demonstrate analytical skills (K3), Make presentations (J5), Listen (J3), Exercise leadership (I5)

    11. Establish a capital budget

    11.3 Submit budget for approval

    Present budget to the Board

    Explain / defend budget

    Make changes / adjustments requested by the Board

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    12.1 Review existing funding structures

    12.2 Research government programs

    12.3 Research individual donors

    Analyze and review database

    Cross-reference donor base with that of other organizations (programs, etc.)

    12.5 Research corporations

    Canvass Board for corporate connections

    Review organizations suppliers (banks, insurance, equipment, etc.)

    12. Identify funding sources

    12.4 Research foundations

    Identify foundations with similar priorities (arts, education, training)

    General Competencies

    Demonstrate research skills (K10),Delegate (I10)

    13.1 Establish goals for each area

    13.2 Establish individual levels for giving and benets

    Cultivate and engage donors so as to increase giving levels

    Emphasize on-going relationship with donors

    13.3 Determine campaign strategy

    Determine and assign Board and staff responsibilities

    Plan campaign material

    General Competencies

    Plan (I2), Delegate (I10), Demonstrate creativity (K16)

    13. Plan fund development

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    14.2 Comply with funding bodys requirements and criteria

    Read instructions

    Ask funder for assistance, if needed

    14.3 Obtain supporting letters

    General Competencies

    Think strategically (I1), Write clearly and concisely (J1), Demonstrate thoroughness and attention to detail (K17)

    14.1 Assess organizations and projects eligibility

    Carefully read the funding bodys literature

    Call to discuss project and seek their thoughts whether an application should be submitted

    14. Write funding applications

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    1. Develop and maintain relations with the Board

    C. A LEADER must be able to: BUILD RELATIONSHIPS

    II. DEVELOP A HUMAN AND ORGANIZATIONAL NETWORK FOR ACHIEVING THE BIG PLAN

    1.1 Facilitate engagement of the Board and of its individual members

    Assist in Board recruitment and orientation

    Identify ways of keeping the Board informed

    Encourage involvement in organization activities and events

    1.2 Evaluate Board satisfaction

    Survey Board for feedback

    Analyze and communicate results

    1.3 Acknowledge Boards contributions

    Provide regular recognition

    General Competencies

    Display tact and diplomacy (J8), Collaborate (K6),Listen (J3)

    2.1 Maintain special ties with professionals of the same or related elds

    2.2 Participate in and organize artistic development activities

    2.3 Facilitate emergence of new artistic projects

    2.4 Set-up artistic committees or an equivalent entity to generate new projects in artistic creation

    2. Encourage and facilitate artistic development

    General Competencies

    Demonstrate a feu sacr for the arts (K1), Exercise leadership (I5), Organize (I3)

    3.1 Help the new employee feel secure

    Plan Welcome and Day 1

    Designate co-workers to provide personal assistance

    Introduce new staff member to colleagues and other key people

    3. Provide orientation to new staff

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    20

    3.2 Communicate critical information and resources in a timely manner

    Provide critical information relative to the organization, compensation, benets, facilities, attendance

    (work hours, rules about lateness, sickness, absence), leave and holidays, health and safety, security, internal

    communications, transportation, personal comfort, performance, etc.

    Provide required space, equipment and supplies

    General Competencies

    Plan (I2), Organize (I3), Demonstrate coaching skills (I7), Demonstrate interpersonal skills (K5)

    3.3 Help make the new staff member independently productive as soon as possible

    Plan and organize delivery of a job-related training program

    4.1 Dene community(ies)

    Identify constituencies and contacts

    Promote involvement based on relevancy

    Explore and promote cross-relationships (corporate / social / agencies / education)

    Develop activities linked and relevant to community

    4. Promote positive relations with community

    4.2 Promote transparency and two-way communication

    Select and implement means / mechanisms to ensure ongoing communications with community

    4.3 Develop strategic alliances

    Form alliances based on shared issues and goals

    Dene opportunities and threats

    Strategize Board recruitment

    General Competencies

    Demonstrate sensitivity to cultural diversity (I11),Display tact and diplomacy (J8)

    5. Develop and maintain relationships with internal and external stakeholders

    5.1 Identify stakeholders

    Compile potential list of stakeholders

    Select stakeholders based on relevance

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    5.2 Establish message

    Develop key elements of message

    Stay on message across the Board

    5.3 Determine communications strategy

    Determine point of contact

    Select means of delivery

    Cost program

    Secure resources to carry out program

    5.5 Rene program

    Maintain on-going visibility and messaging

    Develop program of invitation list, press conferences, media list, premieres

    Liaise with composers, producers and directors, curators, educators, programmers and their professional representatives

    5.4 Monitor / review results

    Seek feedback

    Monitor tangibles ($, attendance, press media coverage, )

    Review value for resources

    General Competencies

    Demonstrate a feu sacr for the arts (K1), Develop trust (K8), Think strategically (I1)

    6.2 Find innovative approaches to establishing / building partnerships

    Imagine!

    Ensure partner visibility

    6.3 Acknowledge partner(s) contributions

    Take advantage of special events

    Underline partner(s) contributions in the media (paid earned free)

    General Competencies

    Persuade (J6), Make presentations (J5), Demonstrate creativity (K16)

    6. Develop and maintain partnerships

    6.1 Identify partners

    Determine needed prole(s)

    Look for individuals / organizations in the community corresponding to determined prole(s)

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    7.1 Identify past and potential donors

    Compile list of past and current donors

    Identify new potential donors (those touched by organization)

    Source potential in-kind donations and project specic potentials

    Plan a campaign including timeline

    7.2 Carry out renewal or acquisition program

    Amass human resources (volunteer and paid)

    Execute, monitor and manage progress

    General Competencies

    Organize (I3),Plan (I2),Demonstrate a feu sacr for the arts (K1)

    7. Develop and maintain relationships with donors

    7.3 Establish and maintain donor database

    Determine data needs and staff requirements

    Collect data

    Input, analyze and track data

    7.4 Establish and maintain a receipting and recognition program

    Monitor donation compliance

    Send thank-you letters and receipts

    Carry out donor recognition programs and activities

    8. Develop and maintain peer networks

    8.2 Practice benchmarking with similar organizations

    Share ideas and experience

    Seek opinions and advice

    General Competencies

    Think strategically (I1),Demonstrate a feu sacr for the arts (K1),Demonstrate interpersonal skills (K5),

    Collaborate (K6)

    8.1 Join an association regrouping cultural managers

    Attend meetings / activities / events

    Make presentations

    Play an active role

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    9.1 Collect information

    Collect information relative to trends / issues

    Collect information relative to other sectors / communities

    Collect information relative to political climate

    Determine supporters and detractors

    9.2 Promote the eld

    Develop promotional activities

    Outreach with potential supporters

    Establish promotion campaign

    Outreach to different sectors and circles (tourism, education, conferences, associations, etc.)

    9.3 React to external threats

    Analyze issue to take a position

    Mobilize the community and key participants

    General Competencies

    Demonstrate verbal skills (J2), Exercise judgment (K4), Exercise leadership (I5)

    9. Lead advocacy efforts

    10.1 Dene a solicitation strategy

    Review corporate / business t

    Identify targets

    Visit

    10.2 Cultivate relationships with the private sector

    Invite to events

    Make strategic or linked purchasing

    Establish links with compatible companies (i.e., not competitors)

    10. Solicit support from the private sector

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    General Competencies

    Make presentations (J5),Demonstrate a feu sacr for the arts (K1),Write clearly and concisely (J1)

    10.3 Make the pitch

    Tailor pitch to potential partner

    Write proposal

    Seal the deal

    10.4 Follow-up

    Send thank yous to sponsors

    Ensure visibility of sponsors

    Ensure reciprocal agreements are fullled

    Plan for continuance

    11.1 Develop and maintain relationships with elected ofcials

    11.2 Develop and maintain relationships with governmental departments, agencies,

    Facilitate government participation in events and activities

    Establish and take advantage of relationship building opportunities

    Integrate Board participation in the schmooze program

    11.3 Source potential avenues of support

    Ensure compliance with program standards

    Contact ofcials responsible for guidance and support (make them part of the process)

    11.5 Follow-up and track

    Meet le manager on regular basis and / or elected ofcials

    Express recognition

    11. Solicit government support

    11.4 Write proposals (also see B14)

    Meet criteria

    Develop budget

    Meet deadlines

    General Competencies

    Write clearly and concisely (J1), Demonstrate research skills (K10),Demonstrate interpersonal skills (K5)

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    12.1 Set volunteer program policies and procedures

    Establish performance and discipline process

    Set code of conduct for volunteers and staff members

    12.2 Perform needs analysis

    Review work plans to identify gaps

    Identify types of volunteers needed

    Identify skills required

    12.4 Recognize and reward volunteers

    Find ways to keep volunteers motivated

    Provide both tangible and intangible rewards

    12. Build volunteerism for the organization

    12.3 Recruit volunteers

    Determine sources

    Communicate mandate and opportunities

    Match volunteers with opportunities

    General Competencies

    Demonstrate interpersonal skills (K5), Display tact and diplomacy (J8), Exercise leadership (I5)

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    1. Design and implement an organizational structure

    D. A MANAGER must be able to: ORGANIZE OPERATIONS AND STAFF

    II. DEVELOP A HUMAN AND ORGANIZATIONAL NETWORK FOR ACHIEVING THE BIG PLAN

    1.1 Design an organizational structure to meet the organizations needs, particularly with regards to its plannedactivities

    1.2 Congure individual positions according to the same parameters

    General Competencies

    Think strategically (I1), Conceptualize (K9),Demonstrate thoroughness and attention to details (K17)

    10. Prepare a capital and facility needs plan

    2.1 Create a draft

    2.2 Validate draft

    Consult with peers

    Seek expert advice

    Present to stakeholders

    2.3 Adopt / submit policy / procedure for approval

    2.5 Review policy, procedure or protocol on an on-going basis

    2. Prepare policies and procedures

    2.4 Implement policy, procedure or protocol

    Communicate policy, procedure or protocol

    General Competencies

    Think strategically (I1),Conceptualize (K9),Demonstrate thoroughness and attention to details (K17)

    10. Prepare a capital and facility needs plan3. Establish nancial systems

    3.1 Establish policies and procedures

    Consult / hire expert(s)

    Submit policies and procedures for approval

    Implement policies and procedures (i.e., provide information, documentation and training

    Survey best practices

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    3.2 Maintain policies and procedures

    Communicate changes and updates

    3.3 Ensure compliance with laws and regulations

    Issue timely reminders

    Enforce rules / sanctions when necessary

    Monitor application of policies and procedures

    General Competencies

    Organize (I3), Delegate (I10)

    10. Prepare a capital and facility needs plan

    4.1 Conrm / adjust budget requests

    4.2 Assess new requests

    4. Allocate funds

    General Competencies

    Make decisions (I4)

    10. Prepare a capital and facility needs plan

    5.1 Describe mandate and major duties

    5.2 Identify tasks associated with major duties

    5.3 Identify personal skills associated with major duties

    5.4 Determine required qualications and experience

    5.5 Determine job classication

    5. Develop job descriptions

    General Competencies

    Think strategically (I1), Organize (I3),Demonstrate analytical skills (K3)

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    10. Prepare a capital and facility needs plan

    6.1 Design and implement internal communication means / mechanismes to facilitate attainment of the

    organizations objectives

    6.2 Plan and organize work according to set priorities

    6.3 Organize and participate in staff meetings

    6.4 Facilitate circulation of information between creation, production and administration teams

    6.5 Design tools and approaches to enhance autonomy of each staff member

    General Competencies

    Think strategically (I1),Conceptualize (K9),Exercise judgment (K4)

    6. Organize work

    7.3 Assess candidates

    7.4 Select

    7.5 Hire

    General Competencies

    Think strategically (I1),Exercise judgment (K4),Make decisions (I4)

    7. Recruit staff

    7.1 Determine position prole

    Determine required qualications

    Determine personal competencies

    Determine required expertise

    7.2 Develop and implement recruitment strategy

    Investigate inclusion of interns

    8.1 Distribute mandates taking into account the levels of responsibility as specied in the job descriptions

    8.2 Specify expected results / outcomes

    8. Assign work

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    8.3 Specify expected performance standards

    General Competencies

    Delegate (I10), Demonstrate coaching skills (I7), Speak clearly and considely (J1),

    Demonstrate verbal skills (J2)

    9.1 Assess needs

    Determine methodology

    Review life span of existing equipment

    Identify equipment gaps

    Determine who will be consulted

    9.2 Analyze options

    Evaluate options (lease, purchase, partnership / sponsorship)

    Match priorities with budget resources

    9.3 Obtain equipment

    Solicit donation of equipment

    Purchase equipment

    Ensure information systems have equipment and resources to maintain adequate level of service

    Issue tender / bids request

    General Competencies

    Think strategically (I1),Demonstrate analytical skills (K3),Negotiate (J1)

    9. Find and secure required equipment and information systems

    10.1 Conduct a needs assessment

    Determine methodology

    Determine who will be consulted (internal and / or external)

    10. Find and secure facilities

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    10.2 Conduct a facility analysis

    Assess existing purpose-built facilities

    Assess existing building that could be retted

    Assess building new facility

    Assess present facility (i.e., identify gaps / deciencies)

    Analyze cost, functionality of each strategy option

    Select best option based on resources

    General Competencies

    Plan (I2), Organize (I3), Demonstrate analytical skills (K3)

    10.3 Develop a plan for chosen option

    Identify funds to achieve facility solution

    Identify other exercises needed to support move (marketing plan, move plan, )

    Hire appropriate consultant(s) to realize facility solution

    11.2 Prepare for negotiation

    Establish nancial ($) limits and goals

    Assess legal implications

    Establish optimal proposal

    Anticipate union demands

    Assess implications of failed negociations

    Review past grievances

    11.3 Conduct the negotiation

    Determine timing for negotiation

    General Competencies

    Listen (J3), Demonstrate verbal skills (J2), Develop trust (K8)

    11. Negotiate with unions / associations

    11.1 Analyze the environment

    Assess degree of co-operative relations and goodwill

    Research other union agreements

    Assess worker needs, health, safety needs

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    12.1 Conrm availability of artists and production services

    Negotiate accordingly

    Identify needs in terms of availability

    12.3 Create formal contract / agreement

    Obtain required / guild forms

    Research union requirements to meet compliances

    Obtain all necessary signatures

    Seek legal advice

    General Competencies

    Demonstrate thoroughness and attention to details (K17),Negotiate (J7),Solve problems (I6)

    12. Contract production and artistic services

    12.2 Negotiate terms of contract

    Negotiate working conditions (ex.: hours, breaks, meals, etc.)

    Provide letters of agreement where required

    Determine fees and length of contracts

    13.2 Research sources of goods / services

    Identify potential donations-in-kind

    Identify providers / sources of goods

    13.3 Select goods / services

    Write RFPs (Request for Proposals)

    Compare potential service providers / suppliers

    Check references

    Write RFQs (Request for Quotations)

    13.4 Negotiate contract terms

    General Competencies

    Plan (I2),Organize (I3),Make decisions (I4)

    13. Contract for goods, services and/or supplies

    13.1 Develop project plans

    Decide which goods and services need to be contracted

    Draft / calculate budget for project

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    14. Establish and maintain a performance evaluation process

    14.1 Dene key principles and values to govern individual performance evaluation (ex.: accountability, objectivity,

    condentiality, etc.)

    14.3 Develop a procedure

    Develop performance appraisal form(s) including instructions

    Specify steps leading to formal performance appraisal

    14.4 Communicate performance evaluation process to all employees

    14.5 Review performance evaluation process on a regular basis

    Benchmark / survey best practices

    Solicit employees opinions and suggestions

    General Competencies

    Think strategically (I1),Demonstrate integrity and ethical behavior (K2),Write clearly and concisely (J1),

    Demonstrate verbal skills (J2)

    14.2 Determine roles and duties with regard to performance evaluation

    Determine managers role and duties

    Determine employees role and duties

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    E. A LEADER must be able to: MOTIVATE AND INSPIRE

    III. CARRY OUT THE BIG PLAN

    1.2 Acknowledge and reward creativity and innovation (see E5)

    General Competencies

    Take risks (I9),Listen (J3),Demonstrate a feu sacr for the arts (K1)

    1. Support and encourage creativity and innovation

    1.1 Create the environment

    Recognize and exploit special interests / talents in staff and Board

    Encourage suggestions and discussion

    Encourage risk-taking

    Establish budget (modest / realistic)

    Allow for mistakes

    2.1 Create conditions to facilitate sharing of information and experience

    2.2 Rally team members around the organizations vision and objectives

    2.3 Communicate expected behaviors and attitudes between team members

    2.4 Set and communicate team objectives

    2.5 Involve team in addressing issues and solving problems

    2.6 Participate in informal team activities

    General Competencies

    Exercise leadership (I5),Solve problems (I6)

    2. Build and maintain teamwork

    3.1 Provide guidance to identify and achieve goals

    3. Mentor staff

    3.2 Provide opportunities for growth

    Delegate new and / or more complex mandates

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    3.3 Give regular feedback

    General Competencies

    Demonstrate coaching skills (I7), Delegate (I10), Give constructive criticism (K13)

    4.1 Review performance

    Identify performance gaps

    Set annual goals

    4.2 Provide training opportunities

    Make arrangements

    Determine pertinent training opportunities

    4.3 Support participation in committees and listservs

    4.4 Promote membership in professional associations

    4.5 Provide access to professional literature

    General Competencies

    Demonstrate coaching skills (I7), Think strategically (I1)

    4. Encourage professional development

    5. Recognize and reward individual and team contributions

    5.1 Assess current reward and recognition program

    Review potential sources for reward

    Allocate budget for reward and recognition program

    Survey employees and managers

    5.2 Secure buy-in from senior management

    Provide training for managers in all reward and recognition programs

    5.3 Establish formal tangible program

    Link reward and recognition program to performance reviews

    Set and communicate a transparent plan

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    5.4 Encourage informal recognition at all levels

    Provide regular feedback between managers and employees

    Express gratitude in public (public thank-yous)

    Celebrate successes of teams and individuals internally and externally

    General Competencies

    Listen (J3),Demonstrate interpersonal skills (K5),Collaborate (K6)

    General Competencies

    Display tact and diplomacy (J8),Demonstrate a feu sacr for the arts (K1)

    6. Provide assistance and guidance to the Board, to peers, staff members, artists and collaborators

    6.1 Support the Board

    Provide opportunities for artist-Board interaction

    Identify and use expertise of Board members

    Provide regular reports

    6.2 Support peers, staff, artists and collaborators

    Join and participate in peer networks

    Communicate, i.e, phone, write notes, e-mail, have lunch,

    Celebrate success

    Attend peer events and acknowledge

    Practice open-door policy

    7.1 Communicate with internal stakeholders

    Hold regular staff meetings

    Provide regular updates and reports and staff newsletter

    Invite questions and dialogue

    Establish open-door policy

    7. Reinforce expectations and targets for stakeholders

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    7.2 Communicate with external stakeholders

    Seek audience feedback (surveys, talk-back)

    Involve media through interviews and press releases

    Communicate with donors through newsletters / programs / visits

    Seek public speaking opportunities

    General Competencies

    Demonstrate a feu sacr for the arts (K1),Demonstrate verbal skills (J2),Listen (J3)

    8.1 Engage the staff

    8.3 Build a volunteer base (see C12)

    General Competencies

    Demonstrate sensitivity to cultural diversity (I11),Demonstrate interpersonal skills (K5), Collaborate (K6)

    8. Develop a sense of ownership within the community and amongst stakeholders

    8.2 Engage the community

    Open the doors (open house, free events)

    Join neighbourhood associations

    Establish community partnerships (restaurants, hotels)

    Contribute goods and services

    9.2 Facilitate employee adaptation to change

    Involve employees all through the change process (ex.: by delegating mandates, seeking opinions / suggestions, etc.

    Provide adequate information and training

    9. Manage human dimension of change

    9.1 Enable employees to understand the reason for change and how they will benet from it

    Respond to concerns

    Find linkages between the goals of the organization and the employees goals

    Identify reasons for concern

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    9.3 Deal with resistance to change

    Analyze reasons for resisting change (ex.: misunderstanding of the change and its implications, a low tolerance for

    change, etc.)

    Develop means for dealing with resistance (ex.: education and training, facilitation and support, negotiation, etc.)

    Recognize pattern of resistance to change (ex.: apathy, malicious compliance, sabotage, etc.)

    General Competencies

    Exercise leadership (I5),Listen (J3),Make presentations (J5)

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    F. A MANAGER must be able to: IDENTIFY, SOLVE PROBLEMS AND

    PERFORM ADMINISTRATIVE DUTIES

    III. CARRY OUT THE BIG PLAN

    1. Supervise human resources

    General Competencies

    Develop trust (K8),Demonstrate coaching skills (I7),Exercise judgment (K4),Make decisions (I4)

    1.1 Monitor employee progress

    Give employees the opportunity to participate and to use their own initiative

    Hold regular follow-up meetings with employee

    1.2 Take corrective action, if necessary

    Give the reasons for problems or decisions

    Make an attempt to see the employees point of view

    Deal with problems in an honest and timely manner

    2. Monitor safety, health and well-being of personnel

    2.3 Evaluate the effectiveness of the policies and programs

    Perform a cost/benet analysis (example of targeted benets: reduced absenteeism and accidents)

    General Competencies

    Organize (I3), Demonstrate thoroughness and attention to detail (K17)

    2.1 Provide a work environment that contributes to and demonstrates concern for employee safety, health and well-being

    Facilitate work/life balance

    Comply with health and safety laws and regulations

    2.2 Establish policies and programs (ex.: Employee Assistance Program, Wellness Program, Accident Prevention, )

    Provide guidance to employees

    Provide information and documentation to employees

    3. Administer and maintain employee records and compensation

    3.1 Ensure maintenance of employee records

    3.2 Manage sick leave

    3.3 Manage requests for time off

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    3.4 Approve time sheets

    3.5 Approve payroll changes

    3.6 Authorize overtime

    General Competencies

    Demonstrate thoroughness and attention to details (K17), Exercise judgment (K4), Make decisions (I4)

    4. Administer contracts and collective agreements

    4.1 Comply with the articles of the contracts and the collective agreement

    4.2 Address / resolve issues

    4.3 Manage grievances

    General Competencies

    Demonstrate integrity and ethical behavior (K2), Demonstrate interpersonal skills (K5)

    5. Ensure conformance to laws, regulations, policies, ethical standards and procedures

    5.2 Monitor and control conformance

    Resolve non conformance cases / situations

    Establish / maintain monitoring and control mechanism(s)

    General Competencies

    Demonstrate integrity and ethical behavior (K2), Organize (I3), Demonstate writing (J1), and verbal skills (J2),

    Exercise judgment (K4)

    5.1 Provide information relative to laws, regulations, policies, ethical standards and procedures

    Forward / facilitate access to / circulate relevant documentation

    Announce changes

    Identify information needs at all levels (Board, staff, suppliers, artists, patrons, )

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    6. Conduct meetings

    6.1 Plan and prepare

    Create an agenda

    Deliver agenda in advance

    Select and ensure proper set up of meeting place

    Dene the objectives and desired outcomes

    Assign a note taker

    6.2 Chair a meeting

    Ask for different points of view; protect new ideas

    Keep the meeting focused and moving

    Decide on next steps (what?, by whom?, for when?)

    Greet participants and make introductory statement (ex.: purpose and desired outcomes, ground rules)

    Conclude meeting on a positive note

    6.3 Follow-up

    Monitor progress on next steps

    Evaluate the meeting

    General Competencies

    Plan (I2) Demonstrate thoroughness and attention to details (K17), Demonstrate interpersonal skills (K5),

    Exercise leadership (I5)

    7. Manage budget

    7.1 Control revenues

    Determine and take corrective actions

    Perform gap analysis (budgeted vs actual revenues)

    7.3 Issue budget reports

    Make recommendations

    Prepare and present budget reports

    7.2 Control expenditures

    Determine and take corrective actions

    Perform gap analysis (budgeted vs real expenditures)

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    G. A LEADER must be able to: GUIDE EVOLUTION AND GENERATE

    SIGNIFICANT CHANGES WHEN NECESSARY

    IV. GENERATE EXPECTED OUTCOMES

    1. Develop and implement new approaches / processes

    2. Develop and implement new program(s) / service(s) /project(s)

    1.1 Recognize opportunity for change

    Benchmark and survey best practices

    Evaluate risk of change

    Encourage initiative and creativity

    General Competencies

    Think strategically (I1), Take risks (I9),Demonstrate creativity (K16)

    2.2 Take advantage of a favorable context

    2.1 Recognize opportunity

    Assess potential and feasibility

    Research new programs / project ideas

    General Competencies

    Think strategically (I1), Take risks (I9),Demonstrate creativity (K16)

    1.2 Take advantage of a favorable context

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    H. A MANAGER must be able to: ENSURE A DEGREE OF

    PREDICTABILITY AND ORDER

    IV. GENERATE EXPECTED OUTCOMES

    1. Meet deadlines

    Generally not required, subskills being relatively self-explanatory

    2. Comply with budget

    Generally not required, subskills being relatively self-explanatory

    3. Evaluate artistic and cultural quality

    3.1 Articulate artistic goals

    Establish benchmarks / targets

    State the goals verbally or through documentation

    3.2 Measure the outcomes

    Assess revenue

    Assess critical reviews

    Assess subscription renewal

    Assess attendance

    Assess membership

    3.3 Communicate results

    Decide who delivers the results and to whom

    Choose the communication tools to deliver the results (ex.: annual report, brochure)

    General Competencies

    Listen (J3),Give and receive constructive criticism (K13),Display tact and diplomacy (J8)

    3.4 Improve and / or rene future plans

    Bring results into planning cycle

    4. Evaluate marketing results

    4.1 Measure outcomes against objectives

    4.2 Debrief on what went right and what went wrong or could have gone better

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    General Competencies

    Think strategically (I1),Listen (J3),Give and receive constructive criticism (K13), Demonstrate thoroughness

    and attention to detail (K17)

    5. Evaluate production process(es)

    5.1 Measure outcomes against objectives

    5.2 Debrief on process efciencies and inefciencies

    5.3 Identify potential improvements

    Consult with staff and expert(s)

    Survey best practices

    Benchmark

    General Competencies

    Think strategically (I1),Listen (J3),Give and receive constructive criticism (K13), Demonstrate thoroughness

    and attention to detail (K17)

    5.4 Improve and / or rene future plans

    Bring results and learned lessons into planning cycle

    4.4 Improve and / or rene future plans

    Bring results and learned lessons into planning cycle

    6. Evaluate fund-development results

    6.1 Measure outcomes against objectives

    6.2 Debrief on what went right and what went wrong or could have gone better

    6.3 Identify potential improvements

    Consult with staff and expert(s)

    Survey best practices

    Benchmark

    4.3 Identify potential improvements

    Consult with staff and expert(s)

    Survey best practices

    Benchmark

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    General Competencies

    Think strategically (I1),Listen (J3),Give and receive constructive criticism (K13),Demonstrate thoroughness

    and attention to detail (K17)

    6.4 Improve and / or rene future plans

    Bring results and learned lessons into planning cycle

    7. Evaluate nancial results

    7.1 Measure outcomes against objectives

    7.2 Debrief on what went right and what went wrong or could have gone better

    7.3 Identify potential improvements

    Consult with staff and expert(s)

    Survey best practices

    Benchmark

    General Competencies

    Think strategically (I1),Listen (J3),Give and receive constructive criticism (K13),Demonstrate thoroughness and

    attention to detail (K17)

    7.4 Improve and / or rene future plans

    Bring results and learned lessons into planning cycle

    8. Evaluate team and individual employee performance

    8.1Measure performances against objectives / mandates

    8.2 Debrief on what went right and what went wrong or could have gone better

    8.3 Identify potential improvements

    Involve team and employees individually

    Survey best practices

    Facilitate access to training and / or professional development opportunities

    Practice benchmarking

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    9. Evaluate stakeholder satisfaction

    General Competencies

    Think strategically (I1), Demonstrate analytical skills (K3), Give and receive constructive criticism (K13)

    9.1 Determine who, among the stakeholders, will be involved in the evaluation exercise

    Prioritize individuals to contact

    9.2 Determine method of evaluation

    Determine who will conduct the evaluation (internal?; consultant?)

    9.3 Conduct evaluations

    Communicate results

    Determine next steps (what to implement)

    Analyze data

    10. Optimize Board performance

    10.1 Develop a Board evaluation process

    Encourage new processes if applicable

    Develop systems of evaluation (ex.: committee, by Chair, self evaluation, etc.)

    Review current practices

    10.2 Facilitate the development of list of Board member expectations / responsibilities

    Review expectations / responsibilities

    Adjust as requested

    See that Board members are engaged (feel useful)

    Develop job descriptions

    Give credits

    8.4 Improve and / or rene future team and individual performance

    Bring results and learned lessons into planning cycle

    General Competencies

    Think strategically (I1),Listen (J3),Give and receive constructive criticism (K13), Demonstrate thoroughness

    and attention to detail (K17)

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    10.3 Encourage and facilitate an on-going nominations committee

    Develop ongoing list of potential Board candidates

    Request meetings

    General Competencies

    Display tact and diplomacy (J8), Demonstrate interpersonal skills (K5), Exercise judgment (K4)

    10.4 Cultivate a Board recruitment process (prospecting)

    Develop opportunities for potential Board members to engage in association activities

    Work closely with the Chairperson of the Board and with the Chairperson of the Nominations Committee

    Create a mechanism for collecting and vetting names (in conjunction with Nominations Committee)

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    I. A CULTURAL MANAGER must be able to: DEMONSTRATE

    MANAGEMENT SKILLS

    And to accomplish the previously described professional competencies

    1. Think strategically

    1.1 Identify issues and opportunities for ones own organization

    Anticipate trends, future needs and requirements

    See the big picture

    1.2 Recommend changes and / or new services

    Select optimal scenario

    Identify various scenarios

    2. Plan

    2.2 Dene objectives

    Dene short-term state-of-the-art objectives

    Dene long-term state-of-the-art objectives

    2.1 Establish priorities

    Establish / apply procedure for prioritization

    Identify criteria for prioritization

    2.4 Prepare action plan

    Determine steps and time frame / time line

    3. Organize

    3.2 Assign / communicate individual mandates

    3.1 Obtain human, physical, material and technological resources

    Proceed according to standards / requirements and timeframe

    Demonstrate delegation skills (see I10)

    Establish recruitement / purchasing and / or leasing procedures

    2.3 Identify required resources

    Identify required technological resources

    Identify other required physical / material resources

    Establish prole(s) of required human resources

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    4. Make decisions

    4.2 Make appropriate decisions

    Consult individuals trusted for their wisdom and practical experience

    Accept impact / consequences of ones decisions

    Assess risks

    Rely on ones judgment or experience

    5. Exercise leadership

    4.1 Make timely decisions

    Quickly react to urgent matters / situations

    Take calculated risks

    Accept impact / consequences of ones decision

    Readily address issues and problems under ones authority

    Whenever possible, take time to analyze the problem / situation

    5.1 Demonstrate a capacity to inuence

    Take a clear stand on issues

    Make oneself understood and respected

    Express / promote ideas

    5.2 Orient individual and team efforts

    Follow-up on tasks / deliverables

    Adjust / modify objectives and / or conditions

    Dene / suggest / recall objectives

    6. Solve Problems

    6.1 Identify and diagnose the problem

    Distinguish causes and symptoms

    Integrate information from different sources

    6.2 Identify possible solutions

    Consult and research

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    6.4 Develop and implement solution

    7. Demonstrate coaching skills

    7.1 Demonstrate sense of observation

    Differentiate observation and judgment

    Validate ones observation with observee and with a trusted third party

    Identify what one does or does not do efciently

    7.3 Listen (see J3)

    7.4 Give feedback

    Provide constructive feedback

    Describe specic behavior or action indicating a strength or a weakness

    Use simple, concise language

    Provide timely feedback

    7.5 Obtain coachees commitment to learn and to improve his / her performance

    Follow-up

    Agree on an action plan

    6.3 Select solution

    Evaluate / compare possible solutions

    Assess risk

    Determine criteria

    7.2 Ask questions

    Utilize close-ended questions

    Utilize open-ended questions

    8. Manage conict

    8.1 Solve problems (see I6)

    8.2 Demonstrate interpersonal skills (see K5)

    8.3 Negotiate (see J7)

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    9. Take risks

    9.1 Step out of comfort zone

    9.2 Try new ideas

    9.3 Take on new approaches / programs / services / projects

    9.5 Assess risks

    Determine probability of occurrence

    Determine level of importance or consequence

    10. Delegate

    10.1 Assign work according to the skills, abilities and potential of staff

    10.2 Give staff the necessary degree of responsibility and authority to accomplish tasks

    10.3 Provide clear directions

    10.4 Make provisions for follow-up

    11. Demonstrate sensitivity to cultural diversity

    11.1 Demonstrate sensitivity to values, codes of conduct and other cultural / social characteristics of a specic milieu

    11.2 Accept to adjust while remaining true to oneself

    9.4 Identify risks

    Identify external risks

    Identify strategic risks

    Identify internal risks

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    J. A CULTURAL MANAGER must be able to: DEMONSTRATE

    COMMUNICATION SKILLS

    And to accomplish the previously described professional competencies

    1. Write clearly and concisely

    1.2 Comply with grammar rules

    1.3 Organize complex information to facilitate understanding

    1.1 Use appropriate vocabulary and terminology

    2. Demonstrate verbal skills

    2.2 Explain complex issues / material in plain language

    3. Listen

    3.2 Interpret body language

    3.3 Demonstrate empathy

    4. Conduct interviews

    2.1 Give clear directions / instructions

    3.1 Verify ones understanding

    Rephrase

    Use question techniques to validate ones understanding

    Summarize someone elses opinion

    4.1 Create a positive climate

    Demonstrate empathy

    Demonstrate listening skills (see J3)

    4.2 Use interviewing techniques

    Ask close-ended questions

    Use case study / problem resolution techniques

    Ask open-ended questions

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    5. Make presentations

    5.1 Prepare presentation

    Anticipate audience mindset and reactions

    Adjust content, style and duration accordingly

    Identify audience prole

    5.2 Establish a positive climate

    Make appropriate and efcient use of humour and anecdotes

    Greet individual(s), participants, audience warmly

    5.3 Demonstrate ability to raise and maintain the audiences interest

    Use communication techniques and tools

    Encourage and respond to questions and comments from the audience

    Demonstrate power of persuasion (see J6)

    6. Persuade

    6.1 Anticipate audience mindset and reactions

    6.2 Establish a positive climate

    Greet individual(s), participants, audience warmly

    Choose an adequate facility

    6.3 Promote / defend ones proposal / position by underlining its merits and its benets for the audience

    6.4 Demonstrate listening skills (see J3)

    6.5 Respond to doubts and objections

    7. Negotiate

    7.1 Create a positive climate

    Demonstrate listening skills (see J3)

    Demonstrate empathy

    Find appropriate time and place

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    7.3 Find a win-win arrangement / settlement

    Identify items / issues where a compromise is possible

    Try to understand position of other party(ies)

    7.2 Persuade / argue (see J6)

    Present / defend ones position with emphasis on its benets for the other party(ies)

    8. Display tact and diplomacy

    8.1 Assess relevance of communicating sensitive information, opinion or decision

    8.2 Choose appropriate time and place

    8.3 Use appropriate tone and words

    8.4 Conclude on a positive note

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    K. A CULTURAL MANAGER must be able to: DEMONSTRATE

    PERSONAL SKILLS / TRAITS

    And to accomplish the previously described professional competencies

    1. Demonstrate a feu sacr for the arts

    1.1 Display passion and belief in art

    1.2 Display assertiveness

    1.3 Display perseverance and determination

    2. Demonstrate integrity and ethical behavior

    2.1 Take responsibility for ones errors / mistakes

    2.2 Accomplish ones duties and tasks according to expected standards

    2.3 Prevent / notice errors and take corrective actions

    2.4 Honor ones commitments

    2.5 Maintain condentiality

    2.6 Establish / maintain relationships based on trust

    2.7 Give priority to ones professional obligations, when required

    3. Demonstrate analytical skills

    3.1 Collect and synthesize facts and data

    3.2 Break down facts and data into simple elements

    3.3 Identify the essential or most signicant issues or challenges

    3.4 Draw logical conclusions

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    4. Exercise judgment

    4.1 Analyze a situation

    Gather information before voicing an opinion, committing oneself or making a decision

    Consider viewpoints and ideas expressed by others

    Distinguish between a fact, a perception and the interpretation of a fact

    Refrain from drawing hasty conclusions

    4.2 Draw pertinent conclusions

    Assess their positive and negative impacts

    Take action and / or adopt adequate behavior

    List a series of possible solutions

    5. Demonstrate interpersonal skills

    5.1 Establish good relations with all kinds of people

    Respect peoples needs and interests

    Initiate contact

    Accept peoples limitations

    Make people feel at ease

    5.2 Demonstrate authenticity with others

    Express ones needs and interests

    Demonstrate ability to say NO

    Be straightforward

    6. Collaborate

    6.2 Build / maintain a positive rapport with people from various elds or specialties

    6.3 Demonstrate responsiveness to change

    6.4 Resolve disagreements or conicts

    6.5 Receive and give ongoing constructive feedback

    6.1 Contribute to dening a concerted orientation toward a common task

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    7. Adapt to change

    7.1 Adapt ones personal and professional habits

    7.2 Adapt ones interpersonal behavior patterns

    7.3 Modify / adjust ones requirements and expectations, if needed

    8. Develop trust

    8.1 Stand by ones principles

    8.2 Carry through with ones word

    8.3 Demonstrate consistence in behavior

    8.4 Demonstrate professional competence

    8.5 Demonstrate ability to communicate clearly

    8.6 Demonstrate fairness

    9. Conceptualize

    9.1 Recognize patterns, trends or causes of events

    9.2 Identify and design / develop solutions

    10. Demonstrate research skills

    10.1 Conduct electronic searches

    10.2 Use Internet and other Internet resources

    10.3 Use online library catalogs

    10.4 Use databases and electronic indexes

    10.5 Evaluate sources

    10.6 Cite sources

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    11. Manage stress

    11.1 Prioritize tasks and assignments

    11.2 Work effectively on several tasks or assignments at the same time

    11.3 Meet demanding deadlines

    11.4 Control ones emotions when facing resistance or hostility

    11.5 Exert a positive inuence in crisis situations

    12. Manage time

    12.1 Assess time realistically

    12.2 Make a sensible and effective use of ones time

    12.3 Focus on priorities

    12.4 Meet deadlines

    12.5 Reduce interruptions

    13. Give and receive constructive criticism

    13.2 Listen (see J3)

    13.3 Provide feedback based on facts and observations

    13.4 Underline strengths as well as shortcomings

    13.5 Provide practical suggestions for improvement

    14. Multi-task

    14.1 Concurrently undertake different types of activities

    14.2 Exercise various roles and duties

    13.1 Demonstrate an open-mind

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    15. Manage ones professional development

    15.1 Keep abreast of trends and developments

    15.2 Use changes occurring in the workplace as opportunities for professional development and growth

    15.3 Dene / update a professionnal development plan

    16. Demonstrate creativity

    16.1 Explore new ideas based on intuition

    16.2 Generate a great number of new and original ideas

    16.3 Link ideas that, on the surface, do not appear to t together

    17. Demonstrate thoroughness and attention to detail

    17.1 Perform tasks to the necessary standards of accuracy and quality

    17.2 Identify and address details that ensure a smooth operation

    18. Demonstrate, utilize and share ones knowledge of the cultural sector

    18.1 Demonstrate knowledge and understanding of the main current and future challenges and issues facing

    ones organization, the subsector to which it belongs and the cultural sector in general

    18.2 Demonstrate knowledge of the public and private funding organizations dedicated to cultural development

    18.3 Utilize ones knowledge of the cultural sector and of its resources to promote the interest and development of

    ones organization, its stakeholders and the cultural community in general

    18.5 Stay current

    18.4 Provide counselling assistance to the Board members, staff, artists, and to other internal and external

    collaborators and partners

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    ACKNOWLEDGMENT

    The Cultural Human Resources Council (CHRC) wishes to thank the

    following individuals who gave their time and commitment to thisproject:

    CHRCS EXPERT WORKING GROUPColleen Blake Shaw Festival Theatre ONSarah Charlie Department o Tourism and Culture YTPeter Gardiner Newoundland Symphony Orchestra NLMallory Gilbert Tarragon Theatre ONJeanne LeSage Toronto International Film Festival Group ONPhilippe Mailhot Le Muse de Saint-Boniace MBTrish McGrath The Word on the Street Toronto ON

    Robert McPhee Calgary Opera ABJulie Paradis Action Art Actuel QCBernard Riordon Beaverbrook Art Gallery NBTime Willis Provincial Museum o Alberta AB

    CHRCS STEERING COMMITTEESuzanne Bilodeau QCAlain Dancyger Les Grands Ballets Canadiens de Montral QCRose Ginther Grant MacEwan College ABCarol Rowntree ON

    Richard Hornsby CHRC Chair UNB Centre or Musical Arts NBKaren Virag Editors Association o Canada ABBill Poole Centre or Cultural Management ONCherry Karpyshin Prairie Theatre Exchange MBRon Rompkey Memorial University NL

    SUPPORT 2013Susan Annis Executive Director, CHRCLucie DAoust Senior Project ManagerMichael Lechasseur Web CoordinatorMarc-Andr Girouard Marketing Manager

    SUPPORT 1999Kim Larocque Project Assistant CHRC